I’m leaning toward B — too early. The AI angle is interesting, especially with Grok Bot and the potential Cursor deal, but I’d wait for the acquisition to close and see real enterprise adoption before pricing in a major AI re-rating. A product launch is encouraging, but execution matters more.
The pullback also reminds me that expectations have moved quickly. I’m watching whether AI revenue can scale fast enough to narrow the cash-burn gap. If the next few quarters show improving monetization, I could become much more bullish.
For now, I see $SpaceX(SPCX)$ as a high-risk AI + space hybrid. 🚀🤖 I’d rather let the numbers confirm the story before chasing the momentum. The AI thesis has potential, but I think patience is the better trade right now. 🐯
@TigerStars @Tiger_comments @TigerClub @WallStreet_Tiger
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